Trybe Capital Management LP — 13F holdings

Trybe Capital Management LP reported 8 holdings worth $1.09B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $316M (29.0%)
2. LRCX LAM RESEARCH CORP — $207M (19.0%)
3. SNDK SANDISK CORP — $192M (17.6%)
4. MU MICRON TECHNOLOGY INC — $134M (12.3%)
5. GOOGL ALPHABET INC — $113M (10.4%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $96.6M (8.9%)
7. ASML ASML HOLDING N V — $29.9M (2.7%)